Senior Financial Strategist
4 days ago
Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future". We help our customers achieve success through a range of advice, products and services.
Job Summary:
We are seeking an experienced Senior Financial Strategist to join our Canadian Banking Branch network. As a key member of our team, you will provide exceptional service to our customers, building strong relationships and delivering personalized financial strategies.
About the Role:
- Proactive approach to discovering customer needs and providing relevant insights and expert advice
- Educating customers on day-to-day banking, investments and borrowing solutions
- Building comprehensive plans using a holistic approach to help customers achieve their goals
- Nurturing long-standing relationships with customers
- Developing, retaining and growing branch business by delivering against individual and team sales goals
Requirements:
- Strong customer-centric approach and ability to connect with people in a relatable way
- Mutual Funds licence and working towards CIFP Diploma
- Strategic mindset and proven ability to meet and exceed sales targets
Benefits:
- Competitive compensation and benefits package
- Opportunity to work in a forward-thinking organization with a collaborative team
- Clear, transparent criteria for career progression
- Internal training and development opportunities to support growth and advancement
Location:
Canada, British Columbia, Vancouver
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